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1,003 hedge funds and large institutions have $8.37B invested in BP in 2020 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 385 increasing their positions, 400 reducing their positions, and 220 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $429M | Put options by funds: $325M

0.02% less ownership

Funds ownership: 1.72%1.7% (-0.02%)

4% less repeat investments, than reductions

Existing positions increased: 385 | Existing positions reduced: 400

13% less funds holding

Funds holding: 1,1521,003 (-149)

29% less funds holding in top 10

Funds holding in top 10: 1712 (-5)

36% less capital invested

Capital invested by funds: $13.2B → $8.37B (-$4.79B)

60% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 220

Holders
1,003
Holders Change
-149
Holders Change %
-12.93%
% of All Funds
22.1%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.26%
New
87
Increased
385
Reduced
400
Closed
220
Calls
$429M
Puts
$325M
Net Calls
+$105M
Net Calls Change
-$31.8M
Name Holding Trade Value Shares
Change
Change in
Stake
YAL
976
Your Advocates Ltd
Texas
$4K +$4.85K +150 New
CWP
977
CFM Wealth Partners
Texas
$4K +$4.92K +152 New
TI
978
tru Independence
Oregon
$3.91K -$4.34M -134,095 -46%
PP
979
Pacifica Partners
Canada
$3K -$7.11K -220 -65%
CWA
980
Carolina Wealth Advisors
South Carolina
$3K
LPWM
981
Lake Point Wealth Management
Texas
$3K
CA
982
Centerpoint Advisors
Massachusetts
$3K +$3.59K +111 New
DWM
983
Darwin Wealth Management
Florida
$3K +$4.62K +143 New
GAM
984
Gemmer Asset Management
California
$2K -$2.46K -76 -50%
CWM
985
Cranbrook Wealth Management
Michigan
$2K
FEG
986
Financial Enhancement Group
Indiana
$2K
JPLA
987
Joseph P. Lucia & Associates
New York
$2K
KPW
988
Kore Private Wealth
New York
$2K
TC
989
Trust Company
Kansas
$2K +$3.14K +97 New
HCM
990
Highlander Capital Management
New Jersey
$2K +$3.23K +100 New
NL
991
NWAM LLC
Washington
$1.09K +$163K +5,040 +13%
HI
992
Human Investing
Oregon
$1K -$41.4K -1,280 -97%
SQA
993
Simon Quick Advisors
New Jersey
$1K -$1.62K -50 -47%
ACM
994
AUA Capital Management
Pennsylvania
$1K
DI
995
Disciplined Investments
Oklahoma
$1K
FMP
996
Financial Management Professionals
Texas
$1K
LS
997
Leelyn Smith
Illinois
$1K
WIM
998
Westside Investment Management
California
$8 +$11.8K +366 New
CVA
999
Ceredex Value Advisors
Florida
-$102M -2,708,627 Closed
MMH
1000
Menora Mivtachim Holdings
Israel
-$80.2M -2,125,080 Closed

BP Hedge Fund Activity: Q1 2020 in Review

1,003 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in BP (BP) for Q1 2020, worth a combined $8.37B — down 36% from $13.2B a quarter earlier.

Sellers outnumbered buyers: 220 funds closed out of BP and 87 opened new positions — a net loss of 133 holders — while 400 trimmed existing stakes and 385 added.

The largest buyer was Public Investment Fund, opening a new position worth an estimated $1.1B. The largest seller was Morgan Stanley, cutting an estimated $171M.

  • 1,003 institutional investors held BP (BP) as of Q1 2020, down from 1,152 in Q4 2019.
  • Funds reported $8.37B of BP stock for Q1 2020, down 36% quarter-over-quarter.
  • 87 funds opened new BP positions in Q1 2020 and 220 closed out, a net change of -133 holders.
  • The largest BP buyer in Q1 2020 was Public Investment Fund, an estimated $1.1B added.
  • The largest BP seller in Q1 2020 was Morgan Stanley, an estimated $171M sold.

Based on aggregated 13F filings for Q1 2020.